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  2. Meet Our Team

Meet the Bleakley Financial Group Team

Our experienced team of advisors are knowledgeable in all aspects of financial planning and wealth management for individuals, families and business owners. Many of them hold advanced education degrees in the areas of business, law and accounting, as well as distinguished industry certifications such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®). The designations our advisors hold demonstrate an exceptional level of experience.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Meet Our Team

Principals

Jack D. Cooney Jr., CPA, CLU®

Principal

J. Reed Finney, CFP,® CLU®

Principal

Andy Schwartz, CFP®

Principal

Scott Schwartz, CFP®

Principal

Partners

Michael Axelrod

Partner

Jon P. Betlow, CFP,® CLU,® ChFC,® CLTC

Partner

Richard G. Wright, Jr. CFP®

Partner

Frank Lepore

Partner

Managing Directors

Christopher J. Cella

Managing Director

Stephen C. Goldenring, CLU,® ChFC®

Managing Director

Michael J. McKiernan

Managing Director

Mark Feldman, CFP®, CLTC

Managing Director

Laurence Celniker

Managing Director

John H. Voigt Jr., CLU,® CFP®

Managing Director

Financial Advisors

Daniel J. Aguanno, CFP®

Financial Advisor

Michael J. Albertine

Financial Advisor

Nathan Barbakoff

Financial Advisor

Thomas Campana, CFP®

Financial Advisor

Brett Goldstein

Financial Advisor

Jonathan Guerrieri 

Financial Advisor

David M. Mecca 

Financial Advisor

David Andrew Schwartz

Financial Advisor

Stephen B. Stone, CLU,® ChFC®

Financial Advisor

Patrick S. Torney

Financial Advisor

Investment Research Team

Christopher Bukowczyk

Senior Research & Investment Analyst
LPL Registered Administrative Associate

Joseph P. Geslao, CLU,® ChFC®

Director of Financial Planning

Dimitri Grant

Analyst
LPL Registered Administrative Associate

Anthony Holden

Associate Director of Investment Research

Khagendra Kattel

Analyst
LPL Registered Administrative Associate

Michael Klein

Analyst
LPL Registered Administrative Associate

Stephen Kuhn

Director of Investment Research

Thane McKenzie

Senior Analyst
LPL Registered Administrative Associate

Brett A. Parisi

Senior Research & Investment Analyst
LPL Registered Administrative Associate

Luis Sartorio

Research Investment Analyst
LPL Registered Administrative Associate

Kevoi L. Walters

Senior Investment Research & Planning Analyst
LPL Registered Administrative Associate

Find out more about the benefits of partnering with Bleakley Financial Group  

Bleakley Financial Group  |  100 Passaic Avenue, Suite 300 Fairfield, NJ 07004  |  P: 973.575.4180  |  F: 973.575.4055

Securities offered through LPL Financial, member FINRA/SIPC.  Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:  AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MN, MT, NC, ND, NE, NJ, NH, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, SC, SD, UT, VA, VT, WA, WI, WY

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